See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,241 | $70,475-7.4% | $100,516-35.1% | $79,858-18.3% |
| Participation rate | 45.7% | 73.7%-28.0pp | 79.4%-33.7pp | 69.6%-24.0pp |
| Annual return | 21.68% | 21.90%-0.2pp | 30.89%-9.2pp | 31.71%-10.0pp |
| Employer contribution / active EE | $348 | $2,165-83.9% | $3,418-89.8% | $2,471-85.9% |
| Participant deferral / active EE | $3,375 | $5,181-34.9% | $6,270-46.2% | $3,740-9.8% |
| Admin fee / account holder | $11,555 | $4,478+158.0% | $8,081+43.0% | $5,306+117.8% |